We need the ability to have several unique configurations of the "add deal" form with different cust

We have different kinds of deals in our company, and those deals need custom fields just for them. To avoid having so many custom fields on the "add deal forms" we need the ability to have several unique configurations of the "add deal" form with different custom fields displayed and same on the "add lead" form! Ideally if they could be saved with names, we could pull up the form as we need it.

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    You can create different pipelines for these different type of deals.

    And then you can mark different fields important/required depending on the Pipeline selected.

  • Karim S. Leduc
    Karim S. Leduc Posts: 10
    edited April 2021 #3

    You can create different pipelines for these different type of deals.

    And then you can mark different fields important/required depending on the Pipeline selected.

    Im not referring about important or required fields, im referring to the form questions